Aspire Private Capital’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Aspire Private Capital’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13	Closed	-$1.19K	–	716
2024 Q1	$1.19K	Buy	+13	New	+$1.08K	﹤0.01%	623
2023 Q4	–	Sell	-516	Closed	-$37.3K	–	725
2023 Q3	$37.3K	Buy	+516	New	+$38.9K	0.01%	240

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspire Private Capital's IJK Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 13 shares — an estimated $1.19K sold.

Aspire Private Capital first reported a position in IJK in Q3 2023 and held it in 2 quarters. The position peaked at $37.3K in Q3 2023. 858 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

Aspire Private Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
Aspire Private Capital sold 13 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $1.19K.
Aspire Private Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and held it in 2 quarters.
Aspire Private Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $37.3K in Q3 2023.
858 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.